Connect Google Docs to Tally and automate your tasks

Why integrate Google Docs with Tally

The Google Docs to Tally integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Generate order and customer documents without manual writing

When an order is placed or a customer record is updated in Shopify, MESA creates a populated Google Doc — invoice, summary, brief — using your template. Every document is ready without anyone drafting it from scratch.

Turn Shopify events into briefings your team can act on

When a wholesale order comes in, a return is filed, or a VIP customer reaches a milestone, MESA creates a Google Doc with the relevant details and shares it with the right person. Your team has context without digging through the admin.

Keep product and operational docs current automatically

When a product is updated in Shopify — new description, price change, inventory note — MESA updates the corresponding Google Doc. Your internal catalog, SOPs, and reference docs stay in sync with what's actually in your store.

Turn Tally form submissions into Shopify customer records

When someone fills out a Tally form — an inquiry, an application, a pre-order request — MESA creates or updates their record in Shopify automatically. Your store knows about the customer before they ever place an order.

Trigger Shopify workflows from form responses

When a Tally submission meets a condition — a product preference, a budget range, a wholesale inquiry — MESA kicks off the right workflow in Shopify. Your forms become the starting point for automation, not just a data collection step.

Route form submissions to the right person on your team

When a Tally form comes in, MESA reads the responses and sends the details to the right channel — a Slack message, a ClickUp task, an email. The right person gets the context they need without anyone triaging submissions manually.

Build any Google Docs and Tally automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Form Submitted

Starts when a form is submitted.

Document Created

Starts when a document is created.

• ID
• Name
• Parents
• Created Time
• Modified Time
• Owners
• Drive ID
• Web View Link
• Trashed
• Starred

Document Updated

Starts when a document is modified.

• ID
• Name
• Parents
• Created Time
• Modified Time
• Owners
• Drive ID
• Web View Link
• Trashed
• Starred

Get List of Form's Questions

Obtain a list of form's questions.

• ID
• Type
• Title
• Is Title Modified By User
• Form ID
• Is Deleted
• Number Of Responses
• Created At
• Updated At
• Fields

Get List of Form's Submissions

Obtain a list of form submissions with their responses.

• Answers
• Response ID
• Form ID
• Submitted At
• Respondent ID

Get List of Forms

Obtain a list of forms.

• ID
• Name
• Workspace ID
• Status
• Number Of Submissions
• Is Closed
• Created At
• Updated At

Retrieve Form

Grab all details about a form.

• ID
• Name
• Workspace ID
• Status
• Number Of Submissions
• Is Closed
• Created At
• Updated At

Retrieve Form Submission

Grab all details about a form submission.

• Answers
• Response ID
• Form ID
• Submitted At
• Respondent ID

Create Document

Create a document.

• Name
• Text
• Folder

Export Document

Export a Google Doc as a file and get a URL.

• File URL

Get List of Documents

Obtain a list of documents.

• Next Page Token
• Incomplete Search
• Files

Retrieve Document

Grab all details about a document.

• ID
• Name
• Document Content
• Starred
• Trashed
• Shared
• Explicitly Trashed
• Parents
• Spaces
• Drive ID
• Web View Link
• Thumbnail Link
• Web Content Link
• Viewed By Me
• Viewed By Me Time
• Created Time
• Modified Time
• Modified By Me Time
• Shared With Me Time
• Owned By Me
• Modified By Me
• Owners
• Last Modifying User
• Sharing User
• Trashing User
• Trashed Time
• Capabilities
• Writers Can Share
• Permissions
• Size
• Has Thumbnail

Update Document's Permissions

Modify a document's permissions.

• Type
• Role
• Email Address
• Domain
• Allow File Discovery
• Expiration Time

Expert support included

Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.